At a Glance
- Tasks: Support financial planners by creating detailed financial plans and reports for clients.
- Company: Reputable Financial Planning business with a collaborative and people-focused culture.
- Benefits: £45,000 salary, hybrid working, 33 days holiday, and study support up to Chartered level.
- Other info: Flexible hours, ongoing career development, and a vibrant work environment.
- Why this job: Join a supportive team and make a real impact in clients' financial futures.
- Qualifications: Experience as a Paraplanner and strong analytical skills required.
The predicted salary is between 45000 - 45000 £ per year.
Eventus Recruitment are seeking an experienced Paraplanner to join a highly regarded Financial Planning business based in Wilmslow, Cheshire. This is a permanent, full-time Paraplanner job working Monday to Friday, 9am–5pm with flexible start and finish times, alongside hybrid working of 2–3 days in the office in Wilmslow, Cheshire and 2–3 days working from home. This Paraplanner job offers the opportunity to work within a collaborative and people-focused Financial Planning team, delivering high-quality lifetime financial planning support.
Benefits of this Paraplanner job include:
- Salary of £45,000
- Hybrid and flexible working
- Annual bonus scheme
- 33 days holiday including bank holidays
- Birthday leave
- Study support up to Chartered level
- Comprehensive benefits package
Job Responsibilities:
- This Paraplanner job plays a central part in delivering high-quality financial planning support and ensuring excellent client outcomes.
- The incoming Paraplanner will work closely with Financial Planners and administrative teams to build and maintain detailed financial plans for a portfolio of clients.
- Producing detailed cashflow forecasting and financial planning analysis to support client recommendations.
- Analysing client financial positions, including assets, liabilities and future objectives.
- Preparing suitability reports that clearly explain recommendations in a concise and client-friendly manner.
- Supporting the preparation and delivery of holistic financial planning strategies.
- Maintaining and updating client financial plans to ensure ongoing suitability.
- Assisting with annual reviews and ensuring all follow-up actions are completed efficiently.
- Liaising with clients via telephone, email and in meetings where appropriate.
- Collaborating with Financial Planners and back-office teams to ensure seamless service delivery.
- Supporting with application queries and ensuring cases are progressed efficiently.
- Contributing to a team-based approach to client relationship management.
- Ensuring all work complies with regulatory and internal standards.
Person Specification:
- This Paraplanner job is suited to a detail-oriented and motivated Financial Planning professional who enjoys analytical work and delivering excellent client outcomes.
- Previous experience working as a Paraplanner within a Financial Planning environment.
- Strong knowledge of financial planning products and services.
- Experience producing suitability reports and financial analysis.
- Excellent attention to detail and organisational skills.
- Strong written and verbal communication skills.
- Ability to manage workload independently while contributing to a wider team.
- A proactive and curious approach to problem-solving.
- Progression towards or desire to achieve Chartered status is advantageous.
- Comfortable working in a hybrid environment with both office and remote working.
- A professional, collaborative and client-focused mindset.
Benefits and Rewards:
- The employer offers a comprehensive and highly competitive benefits package designed to support both professional development and personal wellbeing.
- This Paraplanner job provides long-term career development within a supportive and forward-thinking Financial Planning business.
- Salary of £45,000.
- Company-wide annual bonus scheme.
- 25 days holiday plus bank holidays, plus birthday leave.
- Study support up to Chartered level including exam costs and study leave.
- Flexible working hours between 8am and 7pm.
- Hybrid working with 2–3 days from home.
- Employer pension contribution of 5%.
- Private medical insurance.
- Cash health plan.
- Death in service cover (four times salary).
- Free on-site parking.
- Smart casual dress code.
- Supportive and collaborative working environment.
- Ongoing career development and progression opportunities.
About the Company:
The employer is a well-established and highly respected Financial Planning business with a strong presence in Wilmslow, Cheshire. The hiring company focuses on delivering comprehensive, lifetime financial planning with an emphasis on understanding client goals and building long-term strategies. Operating with a collaborative team approach, the Financial Planning business places a strong emphasis on client relationships, clear communication and high-quality advice. The organisation has recently become part of a wider group, allowing continued independence while benefiting from additional expertise and resources. With a people-first culture and a commitment to excellence, this is an excellent opportunity for a Paraplanner seeking a long-term career in Wilmslow, Cheshire. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances.
Paraplanner in Wilmslow employer: Eventus Recruitment Group
This highly regarded Financial Planning business in Wilmslow, Cheshire, is an excellent employer, offering a supportive and collaborative work environment that prioritises employee wellbeing and professional growth. With flexible working arrangements, a competitive salary of £45,000, and comprehensive benefits including study support up to Chartered level, this role as a Paraplanner provides meaningful opportunities for career advancement while fostering strong client relationships in a people-focused culture.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at companies like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is golden!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. Think about how you can showcase your analytical skills and attention to detail, as these are key in this role. We want you to shine!
✨Tip Number 3
Don’t forget to research the company culture! Understanding their values and how they approach client relationships will help you tailor your responses during interviews. Plus, it shows you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly. Let’s get you on board!
We think you need these skills to ace Paraplanner in Wilmslow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, especially any work with suitability reports and cashflow forecasting. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you thrive in a collaborative environment. Let us know what makes you the perfect fit for our team.
Showcase Your Attention to Detail:As a Paraplanner, attention to detail is key. In your application, provide examples of how you've successfully managed complex financial information or produced detailed reports. We love seeing that meticulous approach!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Eventus Recruitment Group
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning products and services. Be ready to discuss how you've used these in your previous roles, especially when it comes to producing suitability reports and cashflow forecasting.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is key. Prepare examples from your past work where your meticulous nature led to excellent client outcomes or helped avoid potential issues. This will demonstrate your fit for the role.
✨Practice Your Communication Skills
Since you'll be liaising with clients and collaborating with Financial Planners, practice explaining complex financial concepts in simple terms. This will show that you can communicate effectively and are client-focused.
✨Emphasise Your Team Spirit
The employer values a collaborative approach, so be prepared to share experiences where you've worked well in a team. Highlight how you contribute to a positive team environment and support your colleagues in achieving shared goals.
